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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,763 | $154,228-31.4% | $145,433-27.3% | $137,256-22.9% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 80.0%-20.0pp |
| Annual return | 17.25% | 74.59%-57.3pp | 66.58%-49.3pp | 220.34%-203.1pp |
| Employer contribution / active EE | $3,677 | $4,804-23.5% | $4,554-19.3% | $4,156-11.5% |
| Participant deferral / active EE | $9,895 | $8,216+20.4% | $7,897+25.3% | $6,407+54.4% |
| Admin fee / account holder | $1,144 | $14,344-92.0% | $13,129-91.3% | $12,270-90.7% |